CHEWY INC CHWY
CL A · Common Stock · CUSIP 16679L109 · ISIN US16679L1098
Internet retailer of pet items
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($37.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $9.70. Options: 36 managers hold calls ($433.1m notional), 35 hold puts ($566.7m).
Trends to Q1 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 359 |
| Q4 2022 | 387 |
| Q1 2023 | 387 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 174 | 175 |
| Q1 2023 | 197 | 171 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $299.2m | $417.0m | 1.39 |
| Q4 2022 | $437.8m | $512.9m | 1.17 |
| Q1 2023 | $433.1m | $566.7m | 1.31 |
Biggest buyers
| FMR LLC | Added | +3.5m |
| Point72 Asset Management, L.P. | New | +2.0m |
| Man Group plc | New | +1.2m |
| CITADEL ADVISORS LLC | Added | +1.1m |
| BROWN ADVISORY INC | Added | +952.7k |
| Cubist Systematic Strategies, LLC | Added | +646.7k |
| GOLDMAN SACHS GROUP INC | Added | +514.1k |
| Balyasny Asset Management L.P. | Added | +450.7k |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +438.2k |
| MARSHALL WACE, LLP | Added | +337.3k |
Biggest sellers
| MORGAN STANLEY | Reduced | -3.1m |
| MACQUARIE GROUP LTD | Reduced | -2.2m |
| AMERIPRISE FINANCIAL INC | Reduced | -1.7m |
| JPMORGAN CHASE & CO | Reduced | -1.2m |
| D. E. Shaw & Co., Inc. | Reduced | -1.0m |
| Man Group plc | Sold out | -1.0m |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | -953.8k |
| BAILLIE GIFFORD & CO | Reduced | -552.3k |
| Contour Asset Management LLC | Reduced | -486.1k |
| NATIONAL BANK OF CANADA /FI/ | Reduced | -430.7k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $95.5m2.6m shares |
| Twin Tree Management, LP | Added | $48.6m1.3m shares |
| CITADEL ADVISORS LLC | Reduced | $46.9m1.3m shares |
| D. E. Shaw & Co., Inc. | Reduced | $27.7m740.2k shares |
| SIMPLEX TRADING, LLC | Added | $26.4m705.3k shares |
| JANE STREET GROUP, LLC | Added | $23.2m619.7k shares |
| NATIONAL BANK OF CANADA /FI/ | Added | $20.9m5.6k shares |
| IMC-Chicago, LLC | Added | $17.0m454.1k shares |
| GOLDMAN SACHS GROUP INC | Added | $16.5m440.4k shares |
| Weiss Asset Management LP | New | $15.0m400.0k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $117.4m3.1m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $79.3m2.1m shares |
| Weiss Asset Management LP | Added | $61.7m1.6m shares |
| SIMPLEX TRADING, LLC | Added | $47.7m1.3m shares |
| Twin Tree Management, LP | Added | $46.5m1.2m shares |
| TWO SIGMA INVESTMENTS, LP | New | $27.9m747.2k shares |
| BANK OF AMERICA CORP /DE/ | New | $27.7m740.3k shares |
| GOLDMAN SACHS GROUP INC | Reduced | $27.3m730.2k shares |
| Walleye Trading LLC | Reduced | $19.8m530.8k shares |
| IMC-Chicago, LLC | Added | $19.8m530.2k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Argos Holdings GP LLC 13G · exempt (held before listing) -3.4 pts · filed 2025-11-10 | 42.6% |
| BlackRock, Inc. 13G · institution +1.1 pts · filed 2026-10-27 | 9.9% |
| CANADA PENSION PLAN INVESTMENT BOARD 13G · institution new · filed 2026-08-14 | 8.7% |
| AQR CAPITAL MANAGEMENT LLC 13G · institution -1.2 pts · filed 2026-08-13 | 5.5% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.1% |
Fell to 5% or below in the last year: VIKING GLOBAL INVESTORS LP (0.0%, 2026-05-15), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC), WELLINGTON MANAGEMENT GROUP LLP (2.3%, 2026-02-10)
Insider purchases and sales in Q1 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 1 | $1.8m | 5 | $27.8m | — |
| Q1 2022 | 0 | — | 0 | — | — |
| Q2 2022 | 1 | $10.0m | 5 | $10.0m | — |
| Q3 2022 | 0 | — | 4 | $15.3m | — |
| Q4 2022 | 0 | — | 5 | $21.1m | — |
| Q1 2023 | 0 | — | 4 | $8.0m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-03-02 | Singh Sumit Chief Executive Officer, director | Sold | $847.1k21.3k shares |
| 2023-03-02 | Mehta Satish Chief Technology Officer | Sold | $184.2k4.6k shares |
| 2023-03-02 | Marte Mario Jesus Chief Financial Officer | Sold | $151.5k3.8k shares |
| 2023-03-02 | Singh Sumit Chief Executive Officer, director | Sold | $9.1k228 shares |
| 2023-02-03 | Helfrick Susan General Counsel | Sold | $2.9m56.3k shares |
| 2023-02-03 | Marte Mario Jesus Chief Financial Officer | Sold | $1.4m28.2k shares |
| 2023-01-25 | Helfrick Susan General Counsel | Sold | $762.6k16.9k shares |
| 2023-01-13 | Marte Mario Jesus Chief Financial Officer | Sold | $1.7m39.3k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q1 2023
| Manager | Shares | Change |
|---|---|---|
| BC Partners Advisors L.P. 88.65% of their portfolio | 311.9m $11.6m | Unchanged |
| MORGAN STANLEY 0.07% of their portfolio | 17.2m $641.5m | Reduced -3.1m |
| BAILLIE GIFFORD & CO 0.56% of their portfolio | 16.5m $617.8m | Reduced -552.3k |
| VANGUARD GROUP INC 0.01% of their portfolio | 7.9m $294.3m | Added +253.3k |
| BROWN ADVISORY INC 0.42% of their portfolio | 6.7m $250.9m | Added +952.7k |
| WELLINGTON MANAGEMENT GROUP LLP 0.04% of their portfolio | 5.5m $206.9m | Added +438.2k |
| FMR LLC 0.01% of their portfolio | 3.5m $131.6m | Added +3.5m |
| GOLDMAN SACHS GROUP INC 0.03% of their portfolio | 3.1m $116.5m | Added +514.1k |
| MARSHALL WACE, LLP 0.27% of their portfolio | 2.9m $109.3m | Added +337.3k |
| BlackRock Inc. 0.00% of their portfolio | 2.6m $98.4m | Added +165.0k |
| TWO SIGMA ADVISERS, LP 0.22% of their portfolio | 2.3m $85.5m | Added +321.2k |
| TWO SIGMA INVESTMENTS, LP 0.24% of their portfolio | 2.2m $81.9m | Added +73.0k |
| Point72 Asset Management, L.P. 0.26% of their portfolio | 2.0m $73.8m | New |
| Bank of New York Mellon Corp 0.01% of their portfolio | 1.7m $64.0m | Reduced -13.5k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.5m $57.7m | Reduced -342.7k |
| CITADEL ADVISORS LLC 0.06% of their portfolio | 1.5m $56.2m | Added +1.1m |
| STATE STREET CORP 0.00% of their portfolio | 1.3m $46.8m | Added +66.1k |
| Man Group plc 0.16% of their portfolio | 1.2m $45.7m | New |
| Balyasny Asset Management L.P. 0.14% of their portfolio | 1.1m $43.0m | Added +450.7k |
| Cubist Systematic Strategies, LLC 0.34% of their portfolio | 961.8k $36.0m | Added +646.7k |
| Mitsubishi UFJ Trust & Banking Corp 0.09% of their portfolio | 953.2k $35.6m | Reduced -50.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 893.6k $33.3m | Added +31.4k |
| AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio | 880.9k $32.9m | Added +510 |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.34% of their portfolio | 875.8k $32.7m | Added +82.9k |
| Contour Asset Management LLC 1.80% of their portfolio | 838.9k $31.4m | Reduced -486.1k |
| DF DENT & CO INC 0.43% of their portfolio | 810.1k $30.3m | Added +5.4k |
| NEUBERGER BERMAN GROUP LLC 0.03% of their portfolio | 806.3k $30.1m | Reduced -123.7k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 745.7k $27.9m | Added +94.3k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 733.6k $27.4m | Reduced -1.7m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 724.8k $27.1m | Added +2.0k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 641.5k $24.0m | Reduced -64.9k |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 635.4k $23.8m | Added +323.1k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 606.0k $22.7m | Reduced -1.2m |
| Squarepoint Ops LLC 0.15% of their portfolio | 585.3k $21.9m | Added +215.8k |
| Allianz Asset Management GmbH 0.04% of their portfolio | 563.8k $21.1m | Added +7.8k |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.19% of their portfolio | 517.8k $19.4m | Added +51.9k |
| D. E. Shaw & Co., Inc. 0.03% of their portfolio | 484.3k $18.1m | Reduced -1.0m |
| BLAIR WILLIAM & CO/IL 0.07% of their portfolio | 459.6k $17.2m | Reduced -14.7k |
| Swiss National Bank 0.01% of their portfolio | 375.2k $14.0m | Reduced -800 |
| JENNISON ASSOCIATES LLC 0.01% of their portfolio | 358.3k $13.4m | Reduced -83.7k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 343.6k $12.8m | Reduced -13.6k |
| Qube Research & Technologies Ltd 0.07% of their portfolio | 330.8k $12.4m | Added +310.2k |
| STOREBRAND ASSET MANAGEMENT AS 0.06% of their portfolio | 327.2k $12.2m | Added +4.8k |
| ProShare Advisors LLC 0.04% of their portfolio | 316.3k $11.8m | Added +183.8k |
| Tower Research Capital LLC (TRC) 0.36% of their portfolio | 301.0k $11.3m | Added +51.2k |
| JANE STREET GROUP, LLC 0.02% of their portfolio | 300.9k $11.2m | Added +183.9k |
| Legal & General Group Plc 0.00% of their portfolio | 298.8k $11.2m | Added +5.9k |
| GMT Capital Corp 0.43% of their portfolio | 292.6k $10.9m | New |
| Amundi 0.00% of their portfolio | 255.8k $9.0m | Added +40.6k |
| MACQUARIE GROUP LTD 0.01% of their portfolio | 246.1k $9.2m | Reduced -2.2m |
| J. Goldman & Co LP 0.53% of their portfolio | 243.5k $9.1m | Added +220.4k |
| Sumitomo Mitsui Trust Group, Inc. 0.01% of their portfolio | 242.0k $9.0m | Reduced -1.1k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.01% of their portfolio | 241.4k $9.0m | Added +239.3k |
| Schonfeld Strategic Advisors LLC 0.08% of their portfolio | 235.6k $8.8m | Added +129.6k |
| JAT Capital Mgmt LP 2.49% of their portfolio | 223.3k $8.3m | New |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 213.4k $8.0m | Added +7.9k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.02% of their portfolio | 209.4k $7.8m | Unchanged |
| AQR CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 194.1k $7.3m | Added +18.6k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 176.5k $6.6m | Added +85.7k |
| Exane Asset Management 3.62% of their portfolio | 170.2k $6.4m | New |
| Andra AP-fonden 0.16% of their portfolio | 168.9k $6.3m | Added +70.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 163.9k $6.1m | Reduced -5.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 158.0k $5.9m | Added +2.1k |
| CREDIT SUISSE AG/ 0.01% of their portfolio | 156.8k $5.9m | Added +23.5k |
| Robeco Institutional Asset Management B.V. 0.02% of their portfolio | 154.0k $5.8m | Reduced -8.2k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.04% of their portfolio | 153.5k $5.7m | Added +143.3k |
| Force Hill Capital Management LP 1.44% of their portfolio | 147.4k $5.5m | New |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 144.6k $5.4m | Reduced -54.6k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 143.3k $5.4m | Added +3.4k |
| BARCLAYS PLC 0.01% of their portfolio | 142.6k $5.3m | Reduced -89.0k |
| DAVENPORT & Co LLC 0.04% of their portfolio | 141.8k $5.3m | Added +6.3k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 141.6k $5.3m | Added +13.0k |
| SIMPLEX TRADING, LLC 0.24% of their portfolio | 141.5k $5.3m | Added +139.1k |
| Jump Financial, LLC 0.21% of their portfolio | 138.9k $5.2m | Added +132.5k |
| Aigen Investment Management, LP 0.70% of their portfolio | 136.6k $5.1m | Added +83.1k |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.44% of their portfolio | 131.1k $4.9m | New |
| CITIGROUP INC 0.01% of their portfolio | 127.7k $4.8m | Added +12.1k |
| Penserra Capital Management LLC 0.10% of their portfolio | 123.2k $4.6m | Reduced -8.1k |
| Quadrature Capital Ltd 0.13% of their portfolio | 122.8k $4.6m | Added +100.0k |
| Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio | 122.2k $4.6m | Added +901 |
| Tidal Investments LLC 0.07% of their portfolio | 109.2k $4.1m | New |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio | 105.6k $3.9m | Reduced -953.8k |
| ExodusPoint Capital Management, LP 0.04% of their portfolio | 104.7k $3.9m | New |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 104.6k $3.9m | Reduced -39.8k |
| Aquatic Capital Management LLC 0.23% of their portfolio | 99.5k $3.7m | Added +88.8k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 94.1k $3.5m | Added +5.9k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 92.3k $3.4m | Added +5.3k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 83.5k $3.1m | Added +8.9k |
| Federation des caisses Desjardins du Quebec 0.03% of their portfolio | 82.9k $3.1m | Reduced -1.7k |
| UBS Group AG 0.00% of their portfolio | 80.4k $3.0m | Added +46.3k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 80.1k $3.0m | Added +394 |
| Blueshift Asset Management, LLC 1.21% of their portfolio | 77.3k $2.9m | Added +36.5k |
| TWINBEECH CAPITAL LP 0.06% of their portfolio | 73.3k $2.7m | Added +9.2k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 73.1k $2.7m | New |
| US BANCORP \DE\ 0.00% of their portfolio | 72.8k $2.7m | Reduced -1.3k |
| Baltimore-Washington Financial Advisors, Inc. 0.24% of their portfolio | 72.8k $2.7m | Reduced -2.0k |
| Legacy Trust 0.80% of their portfolio | 71.7k $2.7m | Added +2.2k |
| TORONTO DOMINION BANK 0.00% of their portfolio | 71.2k $2.7m | Added +8.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 70.1k $2.6m | New |
| REGIONS FINANCIAL CORP 0.02% of their portfolio | 69.9k $2.6m | Added +7.0k |